See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,732 | $60,124-95.5% | $90,404-97.0% | $79,858-96.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 79.95% | 71.94%+8.0pp | 1293.02%-1213.1pp | 31.71%+48.2pp |
| Employer contribution / active EE | $904 | $2,068-56.3% | $3,262-72.3% | $2,471-63.4% |
| Participant deferral / active EE | $1,443 | $2,938-50.9% | $3,963-63.6% | $3,740-61.4% |
| Admin fee / account holder | $22 | $3,976-99.4% | $5,611-99.6% | $5,306-99.6% |